Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FHESX (FEDERATED HERMES SDG ENGAGEMENT EQUITY FUND INSTITUTIONAL SHARES) | 8.19% | 15.18% | 8.54% | 2.86% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 11/12/2018
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FHESX (FEDERATED HERMES SDG ENGAGEMENT EQUITY FUND INSTITUTIONAL SHARES) | 11/12/2018 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.34 | 15.18 | 8.54 | 2.86 | NA | NA | NA | … | … | 8.19 | 4.50 | 2.01 | 18.31 | -18.47 | 17.54 | 8.33 | 25.42 | -6.67 |
| Sharpe Ratio | NA | 0.84 | 0.36 | 0.03 | NA | NA | NA | … | … | 1.07 | 0.10 | -0.12 | 1.02 | -0.87 | 1.30 | 0.23 | 2.01 | -2.22 |
| Standard Deviation(%) | NA | 14.26 | 15.30 | 16.81 | NA | NA | NA | … | … | 16.61 | 16.55 | 14.00 | 14.52 | 22.96 | 13.46 | 35.34 | 11.89 | 19.67 |
| Draw Down(%) | NA | 11.20 | 22.88 | 27.80 | NA | NA | NA | … | … | 11.20 | 19.87 | 7.87 | 15.45 | 27.68 | 6.63 | 40.76 | 7.37 | 13.23 |
| Yield(%) | 0.00 | 4.00 | 2.53 | 1.56 | 1.38 | 0.92 | 0.69 | … | … | 0.00 | 3.94 | 2.02 | 1.14 | 0.30 | 0.84 | 0.94 | 1.89 | 0.00 |
Data as of 06/04/2026, Common starting date is 11/12/2018
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHESX (FEDERATED HERMES SDG ENGAGEMENT EQUITY FUND INSTITUTIONAL SHARES) |
-0.54%
Dec 2021 – Dec 2024 |
2.47%
Mar 2021 – Mar 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FHESX (FEDERATED HERMES SDG ENGAGEMENT EQUITY FUND INSTITUTIONAL SHARES) |
16.88%
Dec 2018 – Dec 2021 |
10.72%
Mar 2020 – Mar 2025 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart